Iron Mountain Incorporated (IRM) vs Lamar Advertising Company (LAMR)

Iron Mountain Incorporated and Lamar Advertising Company are both Reit Specialty companies. Iron Mountain Incorporated is the larger, with a market value of $34.0B against $14.6B — 2.3× the size. Lamar Advertising Company trades at the lower P/E: 26.3× against 79.6×. Iron Mountain Incorporated grew revenue faster over the last twelve months: 17.4% against 4.39%. Lamar Advertising Company has the higher net margin (23.9% vs 5.54%) and the higher return on invested capital (10.4% vs 5.48%). Both pay a dividend; Lamar Advertising Company yields more (4.73% vs 3.68%). Across the 21 metrics below, Lamar Advertising Company leads on 15 and Iron Mountain Incorporated on 6.

Valuation

Metric IRM LAMR Reit Specialty median
P/E 79.56 26.27 26.27
P/S 4.39 6.28 5.86
P/B n/m 14.68 2.19
Price to free cash flow n/m 19.77 14.62
EV/EBITDA 19.80 16.69 16.22
EV/Sales 6.65 7.77 8.93
Earnings yield 1.26% 3.81% 3.43%
Free cash flow yield (1.79%) 5.06% 5.37%

Profitability

Metric IRM LAMR Reit Specialty median
Gross margin 54.21% 67.43% 67.43%
Operating margin 18.76% 31.78% 21.38%
Net margin 5.54% 23.89% 16.14%
Free cash flow margin (7.87%) 31.77% 31.07%
Return on equity (54.95%) 58.42% 4.76%
Return on assets 1.99% 8.13% 3.29%
Return on invested capital 5.48% 10.37% 4.19%

Growth

Metric IRM LAMR Reit Specialty median
Revenue growth (TTM) 17.37% 4.39% 5.36%
EPS growth (last fiscal year) (19.67%) 63.92% —
Revenue growth, 5-year CAGR 10.72% 7.63% 6.70%
Net income growth, 5-year CAGR (15.85%) 19.28% 0.00%

Health

Metric IRM LAMR Reit Specialty median
Debt to equity (18.17) 3.54 0.62
Current ratio 0.73 0.63 0.70
Net debt to EBITDA 7.33 3.04 4.47

Dividend

Metric IRM LAMR Reit Specialty median
Dividend yield 3.68% 4.73% 3.88%
Payout ratio 1.92 1.20 1.14

Size

Metric IRM LAMR Reit Specialty median
Market cap 33.96b 14.59b 8.48b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack